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Parr McKnight Wealth Management Group’s S&P Global SPGI Stock Holding History

Parr McKnight Wealth Management Group’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.25M Buy
11,861
+393
+3% +$207K 0.86% 28
2025
Q1 		$5.83M Buy
11,468
+3,011
+36% +$1.53M 0.84% 27
2024
Q4 		$4.21M Buy
+8,457
New +$4.21M 0.6% 47